TRUR vs PSR

ATRUR

BPSR

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,822PSR

Lowest cost0.17%TRUR · $17 on $10k

Most income2.60%PSR · $260 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common56.9%TRUR and PSR

TRUR

PSR

VanEck Real Estate TruSector ETF · $0MInvesco Active U.S. Real Estate ETF · $59M

[…]3 years · per year[…] · $14,261+12.6%

[…]5 years · per year[…] · $10,821+1.6%

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $260 on $10k2.60%

[…]Worst dropSmaller wins−11.2%

[…]VolatilityLower wins14.4%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTRUR · PSR

13.8%WELL10.7%

9.4%PLD8.3%

7.7%EQIX7.4%

6.9%AMT6.9%

Held in common56.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
2	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+1.5%	new	new	new	new	[…]	$249K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
2	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+1.5%	new	new	new	new	[…]	$249K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TRUR vs PSR

TRUR

VanEck Real Estate TruSector

[…]

PSR

Invesco Active U.S. Real Estate

$10,821

MeasureTRURPSR

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield0.74%2.60%

5 years, per year[…]+1.6%

3 years, per year[…]+12.6%

Worst drop · 1Y[…]−11.2%

Volatility · 1Y[…]14.4%

1–1measures won
level

56.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TRUR, PSR

Today

56.9%most shared, TRUR and PSR

TRURPSR

TRUR—56.9%

PSR56.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$225most kept, PSR

PSR$260 − $35 = $225

TRUR$74 − $17 = $57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee